PROFESIONALLY MANAGED PORTFO

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CAFX·74316P587·US·ETF·Unknown - Unknown

CAFX (PROFESIONALLY MANAGED PORTFO) is held by 12 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($64M), OSAIC HOLDINGS, INC. ($23.7M), Envestnet Portfolio Solutions, Inc. ($20.7M). Net institutional sentiment: Bearish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (12)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	2.6M(-1.8%)	$64M	0.0%	+4.50%	0
OSAIC HOLDINGS, INC.	Decreased	957,005(-66.4%)	$23.7M	0.0%	-0.51%	0
Envestnet Portfolio Solutions, Inc.	Increased	834,102(+3.4%)	$20.7M	0.1%	+2.51%	35
MML INVESTORS SERVICES, LLC	Decreased	352,556(-4.0%)	$8.7M	0.0%	+3.37%	0
TRUIST FINANCIAL CORP	Decreased	155,417(-20.3%)	$3.9M	0.0%	+3.38%	0
JANE STREET GROUP, LLC	Increased	101,139(+55.1%)	$2.5M	0.0%	-0.88%	37
CITADEL ADVISORS LLC	Increased	99,988(+91.8%)	$2.5M	0.0%	-0.61%	41
COMMONWEALTH EQUITY SERVICES, LLC	New	96,020	$2.4M	0.0%	-2.07%	36
Kestra Advisory Services, LLC	Decreased	25,308(-56.0%)	$627,771	0.0%	+3.97%	0
GOLDMAN SACHS GROUP INC	Decreased	19,627(-77.2%)	$486,848	0.0%	-0.49%	0
JIJOHNSON INVESTMENT COUNSEL INC	New	17,400	$431,607	0.0%	-2.07%	33
UBS Group AG	Decreased	176(-22.5%)	$4,366	0.0%	-0.49%	0
US BANCORP \DE\	Exited	0(-100.0%)	$81,699	0.0%	+6.47%	0
Allworth Financial LP	Exited	0(-100.0%)	$36,272	0.0%	+0.44%	0
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$80,000	0.0%	+0.44%	0
Cetera Investment Advisers	Exited	0(-100.0%)	$635,654	0.0%	+0.44%	0
LPL Financial LLC	Exited	0(-100.0%)	$521,638	0.0%	+3.20%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer